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Commercial Account Manager

2 months ago

Leeds, Leeds, United Kingdom Talent Torch Full time

Job Summary:

Talent Torch is seeking a highly skilled and experienced Commercial Account Handler to join our Client Servicing team. As a key member of our team, you will play a vital role in supporting our Account Directors and Client Service Directors in managing a growing portfolio of clients.

Key Responsibilities:

  • Client Relationship Management: Build and maintain strong, professional relationships with clients, providing expert advice on products and services.
  • Business Development: Identify and pursue cross-selling opportunities to drive business growth and revenue.
  • Compliance and Risk Management: Ensure adherence to company policies, best practices, and regulatory requirements, including FCA compliance.
  • Client Query Management: Efficiently manage daily and complex client queries, providing timely and effective solutions.
  • Renewal Process Management: Assist with the renewal process, including market submissions, obtaining quotes, and preparing documentation.
  • Client Meetings and Follow-up: Attend client meetings as needed, ensuring follow-up actions are completed and client needs are met.
  • Data Analysis and Risk Management: Conduct data analysis to support risk management propositions and identify areas for improvement.
  • Aged Debt Management: Oversee aged debt management, ensuring timely resolution and minimizing financial risk.
  • Policy Document Review: Review and check policy documents for accuracy and compliance, ensuring seamless client onboarding and management.

Requirements:

  • Certification: Hold a Cert CII qualification or equivalent.
  • Experience: Minimum 2 years of commercial broking experience, with a strong understanding of business development and client relationship management.
  • Technical Skills: Proficiency in Acturis and strong commercial acumen, with excellent analytical and problem-solving skills.
  • Preferred Qualifications: Working towards or holding a DIP CII qualification, with 5 years of commercial broking experience.